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Leon Adam Wiatrak

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Other Names: Leon A Wiatrak
Mccullough & Associates LLC
Managing Member
Type: RIA

Leon Wiatrak is an executive and has an ownership stake of Mccullough & Associates LLC, an $85M RIA based in Mill Valley, CA. Leon has held an industry securities registration for 21 years and is subject to SEC oversight.

Funds Used With Clients

No advisor funds listed.

Advisor Timeline

No timeline events available.
Gbs Financial, Inc. 10 years, 1 month Oct 2005 - Present
Mccullough & Associates LLC 10 years, 11 months Jan 2005 - Present
ExamSeriesPassed Date
Municipal Securities Principal ExaminationSeries 53 04/13/2000
General Securities Principal ExaminationSeries 24 05/27/1998
Uniform Investment Adviser Law ExaminationSeries 65 11/04/1996
General Securities Representative ExaminationSeries 7 01/25/1993
Uniform Securities Agent State Law ExaminationSeries 63 01/08/1993

Answers and Articles

0 Answers and 0 Financial Articles

Top Answers

Leon Adam Wiatrak has not answered any questions on Financial Q&A.

Top Articles

Leon Adam Wiatrak has not contributed any Financial Articles.
*Answers and articles are provided without compensation.

Firm Client Types

High Net Worth Individuals
Pension and Profit Sharing Plans
Charitable Organizations

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Licenses and Conduct

License Status
Not registered

1 Regulatory Event

1 Regulatory Event

As of Date
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.

Firm Compensation Arrangements

Types of Compensation Arrangements

  • Percentage of Assets